See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,837 | $58,512-25.1% | $84,015-47.8% | $72,985-39.9% |
| Participation rate | 84.4% | 61.2%+23.1pp | 69.0%+15.4pp | 69.5%+14.9pp |
| Annual return | 19.07% | 28.93%-9.9pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $829 | $1,163-28.7% | $1,983-58.2% | $2,440-66.0% |
| Participant deferral / active EE | $4,170 | $2,394+74.2% | $3,239+28.8% | $3,607+15.6% |
| Admin fee / account holder | $3,256 | $4,569-28.7% | $6,101-46.6% | $5,124-36.5% |